Shanta Amanah Shariah Fund

GrowthShariah+ dividends

Open-end growth mutual fund in Bangladesh, Shariah-compliant, managed by Shanta Asset Management. Tracked since Jul 2019, with dividends reinvested by default or taken as cash.

৳10.77NAV per unit
৳64 crFund size
7.1 yrsSince Jul 2019
+4.58%Per year, since launch

Latest collected NAV: 20 Jul 2026, from Shanta Asset Management's website. Page last updated: 20 Jul 2026. NAVs are refreshed every day.

Historical returns

Total return reinvests every dividend. “Per year” is the annualized compound rate. The last column is the return on a fixed amount invested every month (SIP).

Return periodTotal returnPer yearMonthly SIP /yr
6 months+6.03%+12.43%+17.22%
1 year+3.19%+3.19%+9.72%
2 years+9.82%+4.79%+7.49%
3 years-5.40%-1.83%+3.22%
5 years-2.44%-0.49%+0.46%
Max (7.1 yrs)+36.86%+4.58%+2.32%

Figures as of 29 Jun 2026. Total return includes the fund’s cash dividends (about 4.5%/yr), reinvested by default.

Calculate your return

Just this fund. Set an amount, pick one-time or monthly, and choose a period.

Dividends
৳1,000 · Jul 2019৳1,369 · 29 Jun 2026

Total-return NAV rebased to your amount. Dividends are reinvested by default; switch to taken as cash above.

Fund details

Management feeNot stated in the prospectus
Early-exit feeSIP cancelled early: 1%; otherwise none
Minimum investment500 units individual / 5,000 units institution; SIP from BDT 1,000
LiquidityOpen-end, redeemable weekly at NAV
Asset managerShanta Asset Management
SponsorShanta Asset Management
TrusteeInvestment Corporation of Bangladesh (ICB)
CustodianInvestment Corporation of Bangladesh (ICB)
Face valueBDT 10 per unit

What Shanta Amanah Shariah Fund holds

As of 31 Mar 2026

From the fund’s quarterly portfolio disclosure. Percentages by cost value.

Asset mix
Listed equities 58.33%Cash at bank 19.62%Corporate sukuk (perpetual bonds) 12.17%Government sukuk 9.09%Receivables & other assets 0.79%
Sector allocation
Pharmaceuticals & Chemicals20.74%
Telecommunication13.79%
Household & Personal Products9.15%
Miscellaneous9.03%
Cement5.61%
Top holdings
Reckitt Benckiser (Bd)9.15%
Government Sukuk9.09%
Berger Paints Bangladesh9.03%
Grameenphone8.67%
Renata8.33%
Beximco Pharmaceuticals7.25%
AIBL Mudaraba Perpetual Bond5.77%
Heidelberg Materials Bangladesh5.61%
The IBN SINA Pharmaceutical Industry5.16%
Bangladesh Submarine Cables5.12%

Its 5 largest holdings are 44.27% of the fund.

✓ Verified from Shanta Asset Management quarterly portfolio statement (31 Mar 2026). Holdings are disclosed quarterly, so they can lag the latest weekly NAV.

Questions about Shanta Amanah Shariah Fund

What kind of fund is Shanta Amanah Shariah Fund?
Shanta Amanah Shariah Fund is an Shariah-compliant open-end growth mutual fund in Bangladesh, managed by Shanta Asset Management. You buy and redeem units at its weekly net asset value (NAV), and it has no fixed maturity.

What is the historical return of Shanta Amanah Shariah Fund?
Over roughly 7.1 years to 29 Jun 2026, Shanta Amanah Shariah Fund returned about +4.58% per year, as a total return with dividends reinvested. The figure changes with the period you choose, and past performance does not guarantee future results.

Does Shanta Amanah Shariah Fund have an exit load?
SIP cancelled early: 1%; otherwise none.

What is the minimum investment for Shanta Amanah Shariah Fund?
Shanta Amanah Shariah Fund has a one-time minimum of 500 units individual / 5,000 units institution and a monthly SIP from BDT 1,000/month.

Is Shanta Amanah Shariah Fund Shariah-compliant?
Yes. Shanta Amanah Shariah Fund is a Shariah-compliant fund, investing only in Islamically permissible ways under a Shariah supervisory board.

Compare Shanta Amanah Shariah Fund with other funds →
ExperimentalReturnKoto? ratingstill being calibrated

We are building a rules-based rating for each fund. It is experimental and still being calibrated, so treat it as one starting point for your own research rather than a verdict, and expect it to change as the method is refined. Every input is published on the ratings page so you can check it yourself.

1 of 516th of 17 growth funds

A rules-based score over the same fixed 3-year window every fund is measured on: return against its benchmark, downside deviation, worst drop and consistency, on a scale set for growth funds.

5-year rating: 2 of 5 over the same fixed 5-year window (14th of 15).

Return / year (3 yr)
-2.50%
Downside deviation
7.2%
Worst drop
-20%
Consistency
52%
Versus the market (DSEX)

Beta 0.25 · has moved largely independently of the DSEX market index (low correlation: it explains only about 9% of its month-to-month swings).

Shariah rating

1 of 5 · 5th of 5 Shariah funds ReturnKoto? tracks, rated against each other. This is separate from its growth-fund rating above.

✓ Rules-based, measured from the fund’s own NAV history. How the rating will work.